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Disclosery

Cypress Capital Group: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Capital Group on SCHW, newest first. How the timeline and the estimate are built.

Cypress Capital Group held 3,029 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,029 shares
    Change vs previous 13F +84 shares

    0.03% of the 13F portfolio, value $279,486.

    13F-HR 0001172661-26-003071 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,945 shares
    Change vs previous 13F +118 shares

    0.03% of the 13F portfolio, value $276,771.

    13F-HR 0001172661-26-002241 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,827 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $282,446.

    13F-HR 0001172661-26-000624 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,828 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $269,989.

    13F-HR 0001172661-25-004557 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,828 shares
    Change vs previous 13F +2,828 shares

    0.03% of the 13F portfolio, value $258,027.

    13F-HR 0001172661-25-002744 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,433 shares

    13F-HR 0001172661-25-000527 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 3,433 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $222,493.

    13F-HR 0001172661-24-004536 filed by Cypress Capital Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).